Associate Advisor | CFP Path to Lead Advisor

Allworth Financial; Dallas (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible spending accounts

401K contributions

Paid time off

Job summary

Allworth Financial in Dallas, TX seeks an Associate Advisor to join our centralized planning team. You will support Financial Advisors by preparing and refining financial plans, conducting research, and participating in client meetings as part of our integrated service model.

This in-office role offers structured development and backing to pursue the CFP designation, helping you build technical planning expertise and client-facing skills within Allworth’s growth-focused environment.

Qualifications

• BS/BA in Business Finance, Economics, or related field.
• Has obtained their 65, 7/66 or ChFC.
• In pursuit of CFP designation.
• Self-starter, with the ability to work independently.
• Strong communication, teamwork, and relationship-building skills.
• Demonstrates ability to learn related financial and office programs and systems.

Responsibilities

• Shadows Financial Advisor future and existing client appointments to gain valuable training.
• Creates and helps implement financial plans for existing clients.
• Performs various tasks and research relating to casework for our clients.
• Assists with future and existing client communication
• Shadows various departments of Allworth Financial to obtain knowledge of how our business model functions.
• Attends company events, including workshops and seminars.
• Takes appropriate steps to obtain the CFP® designation.

Skills

Self-starter

Communication

Teamwork

Relationship-building

Learning new software

Education

BS/BA in Business Finance, Economics, or related field

65, 7/66 or ChFC

Tools

Office software

Job description

Allworth Financial in Dallas, TX seeks an Associate Advisor to join our centralized planning team. You will support Financial Advisors by preparing and refining financial plans, conducting research, and participating in client meetings as part of our integrated service model.

This in-office role offers structured development and backing to pursue the CFP designation, helping you build technical planning expertise and client-facing skills within Allworth’s growth-focused environment.